Harborne AI
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Set up

First steps

The whole setup in under three minutes: sign up, claim a number and put Richard live.

Harborne AI is your 24/7 AI front desk: Richard answers your calls, chats and texts, and books jobs straight into your diary. Watch the full walkthrough, then follow the steps below.

  1. Step 1

    Start your free trial

    Your details and a card. Nothing is charged for 7 days.

  2. Step 2

    Claim your number

    Pick one that's ready. It takes calls and texts.

  3. Step 3

    Build Richard

    His voice, the greeting callers hear, and your business.

  4. Step 4

    Teach him your business

    Prices and policies in the knowledge base.

  5. Step 5

    Test him

    Talk in your browser, or have him ring your mobile.

  6. Step 6

    Add him to your website

    One line of code for the chat widget.

1.Start your free trial

This sets up your workspace and starts a 7-day free trial. You add a card to start, but nothing is charged for 7 days, and you can cancel any time.

  1. 1On harborne.ai, click “Start free trial”.
  2. 2Enter your name, business name, email and a password (at least 10 characters, with a capital letter, a lower-case letter and a number). Your phone number is optional.
  3. 3Tick the box agreeing to the Terms and Privacy Policy, then click “Start free trial”.
  4. 4Add your card. You're signed straight in and land on your dashboard.
  5. 5We also email you a link to confirm your address. Click it when you get a moment.

Tip: Didn't get the confirmation email? Wait a minute and check your spam folder.

Start your free trial

2.Claim your number

This is the UK mobile number Richard answers on. It takes both calls and texts.

  1. 1In the left sidebar, open Phone Numbers.
  2. 2Under “Ready to claim”, pick a number and click “Claim”.
  3. 3Confirm your name and email, then click “Claim this number”. It's yours in seconds and shows as “Active”.

Tip: When you move to a paid plan, you'll be asked to register your business once, so your numbers are in your business's name. Your number keeps working while that's approved.

Go to Phone Numbers

3.Build Richard

Richard is the assistant who answers your calls and texts. He goes live as soon as you save.

  1. 1Open Voice & SMS AI in the sidebar, then click “New”.
  2. 2Choose his voice and write the greeting callers will hear.
  3. 3Tell him about your business: what you do, where you work and how he should help.
  4. 4Choose the number you claimed, then save. The checklist on the right shows what's left.
Build your agent

4.Teach him your prices and policies

Richard answers from your own information, so add the things customers ask about most. The knowledge base is included on Intermediate and Enterprise. On Basic, put the essentials in Richard's business details instead.

  1. 1Open Knowledge Base and click “New”.
  2. 2Paste some text, add a page from your website, or upload a file.
  3. 3Select it in your agent's settings, and he'll answer from it on every call.
Create a knowledge base

5.Test him

Try him out before you share your number.

  1. 1Open Voice & SMS AI and click “Test” on your agent.
  2. 2Press the green button to talk to Richard in your browser, or have him ring your mobile.
  3. 3If anything sounds off, adjust his details or knowledge base and test again.
Open Voice & SMS AI

6.Put him on your website

The chat widget lets website visitors get the same answers as your callers.

  1. 1Open Chat Widget and create a widget.
  2. 2Try it out on the page.
  3. 3Copy the one line of code and paste it into your website.
Set up the chat widget

7.Once Richard's answering

  • Every call, chat and text lands in Conversations, with a summary and the full transcript.
  • Bookings drop straight into Appointments, so you can see your week at a glance.
  • Everyone who gets in touch is saved in Clients, ready for follow-ups and campaigns.
Still stuck? A person will help.support@harborne.ai